Filed March 29, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,674 | $140,588+59.1% | $123,104+81.7% | $125,391+78.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.84% | 16.80%-19.6pp | 13.22%-16.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $9,191 | $6,041+52.1% | $5,151+78.4% | $4,866+88.9% |
| Participant deferral / active EE | $9,452 | $6,980+35.4% | $6,230+51.7% | $5,352+76.6% |
| Admin fee / account holder | $3,909 | $11,198-65.1% | $9,015-56.6% | $9,540-59.0% |